Bard Santner appointed asset manager for Tasimba unit trusts

STAFF WRITER

Bard Santner Investors (Private) Limited has been named the new asset manager for three-unit trusts – Tetrad Gold Fund, Gross Income Fund, and Net Income Fund- owned by Tasimba Properties.

A subsidiary of Bard Santner Markets Inc, the firm specialises in asset management, corporate finance, wealth management and remittances.

Together, the three funds represent a significant 19.6% stake in Tasimba Properties, formerly Tetrad Investment Bank, making their performance and governance critical to maximising returns.

In a statement, Bard Santner Investors pledged to manage the funds “responsibly and effectively” while maximising value for unitholders.

“As part of this appointment, we are dedicated to ensuring the responsible and effective management of these funds while maximising returns for our valued unitholders”.

A unit trust fund is an investment in which multiple investors pool their money together, which is then invested in a diversified portfolio of assets like stocks, bonds, or property by a professional fund manager.

Each investor essentially owns a portion of the fund represented by units they purchase, allowing them to participate in a wider range of investments with smaller amounts of capital than they could alone; essentially, it is a better way to access professional management and spread risk across various assets by buying units in a collective investment scheme.

As an asset management firm, Bard Santner Investors will play a crucial role in managing clients’ funds by providing professional investment services which enables:

• investors to access experienced investment professionals with specialised knowledge, skills and sound corporate governance;
• prudent investment strategies that align with the unit-holders’ financial goals and risk tolerance;
• Creation and management diversified investment portfolios;
• Closely monitor performance and risk management to optimise fund returns.
• Regular review and analysis of portfolio performance to ensure that investment objectives are being met; and
• Compliance of all investment activities with relevant laws, regulations, and industry standards.

Overall, Bard Santner says it will play a vital role in helping clients achieve their financial goals by providing expert investment management services.